|
101
|
SOL Capital Management
Rockville,
Maryland
|
$209K
|
+$204K
|
+4,500
|
New
|
|
|
102
|
Steward Partners Investment Advisory
New York
|
$184K
|
+$180K
|
+3,968
|
New
|
|
|
103
|
Proficio Capital Partners
Newton,
Massachusetts
|
$181K
|
–
|
–
|
–
|
|
|
104
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$176K
|
–
|
–
|
–
|
|
|
105
|
|
$172K
|
-$54.3K
|
-1,200
|
-24%
|
|
|
106
|
Brown Brothers Harriman & Co
New York
|
$158K
|
-$6.79K
|
-150
|
-4%
|
|
|
107
|
Patten Group
Chattanooga,
Tennessee
|
$157K
|
+$22.9K
|
+505
|
+17%
|
|
|
108
|
Fusion Family Wealth
Woodbury,
New York
|
$91K
|
+$88.5K
|
+1,956
|
New
|
|
|
109
|
Monetary Management Group
St Louis,
Missouri
|
$86K
|
–
|
–
|
–
|
|
|
110
|
Parallel Advisors
San Francisco,
California
|
$57K
|
-$122K
|
-2,688
|
-69%
|
|
|
111
|
Advisory Services Network
Atlanta,
Georgia
|
$52K
|
+$50.5K
|
+1,115
|
New
|
|
|
112
|
WFG Advisors
Dallas,
Texas
|
$47K
|
+$91
|
+2
|
+0.2%
|
|
|
113
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$47K
|
+$4.07K
|
+90
|
+10%
|
|
|
114
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$45.7K
|
+$96K
|
+2,121
|
New
|
|
|
115
|
Creative Planning
Overland Park,
Kansas
|
$43K
|
–
|
–
|
–
|
|
|
116
|
Geneos Wealth Management
Englewood,
Colorado
|
$34K
|
–
|
–
|
–
|
|
|
117
|
Liberty Capital Management
Birmingham,
Michigan
|
$33K
|
–
|
–
|
–
|
|
|
118
|
Asset Dedication LLC
San Francisco,
California
|
$29K
|
+$28K
|
+618
|
New
|
|
|
119
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11K
|
-$6.79K
|
-150
|
-38%
|
|
|
120
|
Anchor Investment Management
Columbia,
South Carolina
|
$9.28K
|
–
|
–
|
–
|
|
|
121
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9K
|
+$9.23K
|
+204
|
New
|
|
|
122
|
|
$4K
|
-$498
|
-11
|
-12%
|
|
|
123
|
WhitTier Trust Company
Reno,
Nevada
|
$4K
|
–
|
–
|
–
|
|
|
124
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$3.71K
|
–
|
–
|
–
|
|
|
125
|
ClearBridge Investments
New York
|
–
|
-$32.8M
|
-764,136
|
Closed
|
|
